Maximum Advisory is a firm focused on you! No more product sales, no hidden fees, and no industry jargon that you can’t understand. As a fiduciary, we do what is in your best interest. Our tax preparation service is at the forefront of what we do. And we complement it with accounting, financial planning, and investing services. We try to make it easy so you can enjoy life!

In our opinion, taxes are the largest destructor of wealth and why our main job is to minimize your taxes. That’s why we start the process with our tax preparation service. We look for opportunities for additional credits and deductions. Many individuals, especially small business owners, miss easy ways that could decrease taxable income such as electing S-Corp status, retirement plan contributions or HSA accounts.

As you will learn, Maximum Advisory is interested in helping you by consulting and offering solutions throughout the year. We advise you on the best options available and explain the impact of any recommended changes. Because money is complicated.

Below you will find common tasks that we perform for our clients. Our real value comes from using these tasks to create financial strategies that help you grow your wealth, spend less time on the tasks and focus on what is important for you.

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Tax Preparation Services

  • Small business tax preparation
  • Individual/Family tax preparation
  • Tax planning
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Accounting & Consulting

  • QuickBooks accounting
  • Strategic business planning
  • Succession planning
  • SEP IRA, SIMPLE IRA, 401k plan and cash balance plan
  • New business formation
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Financial Planning

  • Retirement planning
  • Maximize Social Security
  • Children’s/grandchildren’s education planning
  • 401(k)/IRA accounts at work
  • Estate planning


  • Creating your portfolio, including outside assets such as a business or real estate
  • Vanguard index funds
  • Absolute return focus
  • Tax efficient investment management


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Created by Mersudin Ademović